Orchestra

Create white-label client portals using this all-in-one agency management software

One-time payment. Lifetime deal.

Running an agency without the right tools is basically a recipe for chaos. (“A ‘pinch’ of salt. A ‘dash’ of insecurity. And a ‘heap’ of hoping for the best.”)

Between handling client requests, managing tasks, and tracking payments, you’re just one mistake away from everything spiraling out of control.

Good thing there’s a white-label client portal that lets you handle finances, projects, and communication—all in one place.

Cue Orchestra.

TL;DR

too long didn't read
Manage client communication, tasks, and payments in a white-labeled portal
Collaborate with clients and team members in one place—all while keeping workflows organized and secure

At-a-glance

Overview

Orchestra is an agency-first platform for managing payments, clients, and tasks using your own white label client portal.

White label your client portal

Orchestra lets you create a seamless, branded experience for your clients with a fully customizable white-label portal.

  • Easily add your domain, logo, and brand colors
  • Collaborate with your clients in one place using a clean, user-friendly interface
  • Manage payments, subscriptions, and communication from one central hub

Client Portal

Customize your client portal with your domain, logo, and brand colors.

Everything you need, on one dashboard

You’ll be able to manage all your agency’s client projects, tasks, and communication from the convenience of one dashboard.

  • Assign tasks to team members and clients for a streamlined workflow
  • Share and organize documents, ensuring everyone’s on the same page
  • Use threaded comments to keep track of discussions and optimize communication

Project management dashboard

Manage tasks, documents, and client communication in a centralized agency dashboard.

Accept and manage payments

And because Orchestra lets you manage one-time, subscription, and milestone-based payments, you don’t have to worry about getting paid on time.

  • Accept payments with or without Stripe for maximum flexibility
  • Get real-time analytics and alerts to stay on top of your agency’s revenue
  • Automatically onboard clients to their portal as soon as they make a payment

Client payments

Accept and track customer payments while automatically onboarding clients.

Secure your communication

Best of all, you can communicate with clients, team members, and contractors—all while keeping sensitive information secure.

  • Use private comments, documents, and tasks to control visibility
  • Centralize communication for easy access and organization
  • Ensure privacy by default so internal discussions stay confidential

Client communication portal

Keep client and team communication organized with private comments, tasks, and documents.

Orchestra lets you simplify project management, centralize client communication, and keep your agency running in perfect sync—no spreadsheets or scattered tools required.

Boost your agency’s efficiency.

Get lifetime access to Orchestra today!

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60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!

Deal terms and conditions: Lifetime access to Orchestra. All future Basic (Tier 1), Starter (Tier 2) or Agency (Tier 3-4) Plan updates. If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates. No codes, no stacking—just choose the plan that’s right for you. You must activate your license within 60 days of purchase. Ability to upgrade between 4 license tiers while the deal is available. Ability to downgrade between 4 license tiers within 60 days of purchase. Only for new Orchestra users who do not have existing accounts.
FoundedFounded
August 2023
HeadquartersHeadquarters
New Castle, US
Company sizeCompany size
1-10 employees
Product stageProduct stage
Startup
Financial stageFinancial stage
Bootstrapped
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Updates from Orchestra

First Post from Founder

Posted Mar 26, 2025

Company and Product FAQs

Posted Mar 26, 2025

New Product Updates ✨

Posted Apr 25, 2025

Questions
Reviews

Questions & Reviews

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Showing 5 of 48 questions

Q: Solopreneur

Hey
It looks great!
Im business development consultant and I already have a CRM I like.
What kind of "agency" fits Orchestra? As I am not an advertising or design agency, can I also have any benefit from the platform?

hagaigatPLUSApr 27, 2025
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Founder Team
RieraAnthony

RieraAnthony

Apr 27, 2025

A: Hey! You don’t need to be an ad or design agency. Orchestra works for any service-based business.

As a business development consultant you get:
- A branded client portal to share proposals, deliverables and gather feedback
- Reusable templates for onboarding, reporting and follow-ups
- Easy access for your team (if you get to grow) or freelancers so everyone stays on the same page
- Webhook connections to your CRM today (full API coming soon)

Your CRM stays your contact hub, while Orchestra handles project workflows, client communication and deliverable tracking—all in one clean interface.

A lot of solopreneurs are using Orchestra at the moment, mostly productized services (Design, copywriting or automation agencies!)

Hope this helps

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Q: Productized member with limits

Can you set up a setting so that you only work on 1-3 tasks at a time depending on the client mebership. The. Only see those tasks in the all tasks list.?

cgutierrez.37Apr 27, 2025
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Founder Team
RieraAnthony

RieraAnthony

Apr 27, 2025

A: This is already possible! ❤️

You can go in your plan's settings and change the "In progress task allowance".

Each plan can grant different limits, which allows to do exactly what you need (and it's a perfect to upsell)

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Q: Portal templates, files, folders, pages, embed third party tools

Hello, Tony. Can client portals/workspaces be dynamically generated from templates? Are there templates for portals and folders? What about pages? Is there a way to upload files dynamically through a webhook or API? I don't see a way to create folders or upload files in the test portal offered on your website. Do you support embedding other tools in the portal?

Zachary47PLUSApr 25, 2025
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Founder Team
RieraAnthony

RieraAnthony

Apr 25, 2025

A: Hey!

Yes, you can create document and task templates, and set them to be automatically added when a customer is onboarded with a specific plan. Their workspace gets populated from those templates right away.

(Nested and project templates are also coming soon.)

About uploading files dynamically: not possible yet. There is no public API right now, but it is planned for later this year. If you want, feel free to tell me more about your workflow, I am curious to see how you would use it?

Right now, you can upload files directly inside tasks and comments to keep everything organized.

For embedding third-party tools, it is something I am thinking more and more about, especially for custom pages. Next week I will release a way to embed an iframe OR a link directly into the customer's sidebar (So this might be enough for you?)

Hope this clears it up!

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Q: Video integration in knowledgbase

Are you planning on integrating ScreenStudio or Loom video integrations as with Notion for instance?

floris49Apr 25, 2025
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Founder Team
RieraAnthony

RieraAnthony

Apr 25, 2025

A: Hi there 👋 This is already done! You can embed Loom, Vimeo, Youtube, Claap or Supercut!

Just past the links in comments, tasks or documents and they'll get embedded automatically.

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Q: Could you make it happen that paste a bullet list to create several tasks simultaneously?

A1+PLUSApr 26, 2025
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Founder Team
RieraAnthony

RieraAnthony

Apr 27, 2025

A: I like that a lot! Did you find this behaviour from another software?

I like this idea, everything that can save time to my users I'm up for it, just it needs to be something logical for many!

I'd like also to add more AI help (like transform a description in subtasks or just create many tasks from a single prompt!)

So this can also be the solution. What do you think?

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